Three Levels of Planning

Estate planning at The Law Offices of Heather Pietroforte is not one size fits all
for everyone. We offer 3 levels of planning to suit your varying needs.

Our Services

Our firm believes in personalized service for each and every client.
Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then
tailor their plan to best fulfill their dreams.

We represent a families throughout varying stages of life:

traditional two
parent families or single parents wishing to provide for and protect their
children and themselves;

unmarried couples who are either solidifying their relationship through proper planning
or dissolving their relationship with the assistance of caring counsel,

blended families negotiating the challenges of creating new relationships with varying
expectations

high net worth families seeking strategies for minimizing estate and
income taxes

family business owners seeking ways to protect and expand their
companies and considering how and when to transition to the next generation of
ownership

family members or trustees
carrying out the legacy left behind
through a trust administration

With each of our estate plans we include a no-charge 3 year review to
ensure that as our clients’ lives change, so does their estate plan and ensure that all our
clients' assets are held properly for maximum protection. And, we have annual
membership programs for clients that desire even more service. Whether you
participate in one of our membership programs or not, we keep all of our
clients updated about changes in the law and issues that might affect their
lives.

In addition, we advise clients regarding relationship nuptial
agreements, perform reviews of existing plans that
may be out of date, and handle all aspects of administration after the death of
a loved one. And, we keep our clients corporate records up to date so that they
have the maximum protection from personal liability that a corporation can
provide.

Our clients benefit from the care we offer the whole family from free
estate checkups to basic planning documents for young adult children; become
part of our client family and feel how much we care.